Evergreen Home Loans NMLS 3182 · 2 months ago
Director of Treasury
United States
Full-time
Remote
Senior Level, Lead/Staff
$111K/yr - $229K/yr
10+ years expEvergreen Home Loans is a recognized leader in the financial services sector, known for its commitment to customer relationships and employee satisfaction. The Director of Treasury will be responsible for managing the company's treasury operations, ensuring optimal cash flow, minimizing financial risk, and supporting strategic initiatives essential for the company's growth objectives.
BankingCreditFinancial ServicesFunding PlatformMortgage
Responsibilities
Develop and implement treasury policies, procedures, and controls to safeguard company assets while effectively managing liquidity and cash forecasting (short, medium, and long-term)
Respond proactively to funding stress and adverse market conditions with clear escalation protocols and execution of contingency measures
Optimize capital usage and funding costs; assist with capital planning and contingency funding plans
Manage daily cash operations, including cash positioning, forecasting, and reporting
Oversee funding operations, including warehouse lines, lines of credit, securitizations, and repurchase agreements
Manage banking relationships, custodians, investor counterparties, and servicing partners; negotiate terms
Oversee cash operations, payments, collateral management, and intraday liquidity controls
Lead debt management activities, including financing arrangements, covenant compliance, and interest rate risk mitigation
Establish and maintain treasury policies, controls, and procedures to ensure regulatory and investor reporting compliance
Direct investment of excess cash in accordance with company policy and risk tolerance
Implement treasury technology solutions to enhance efficiency and reporting
Create a concierge model that provides exceptional service to internal stakeholders and external banking partners
Stay abreast of new and updated financial products, regulations, and market trends, incorporating changes into treasury operations
Other duties as assigned
Perform all actions in accordance with the Mission, Vision, and Convictions of EHL
Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication, and/or in person
Set clear expectations for associates and support their personal and professional growth through one-on-one meetings held on a semi-monthly or more frequent basis and annual performance reviews with all direct reports
Address performance issues in a timely manner and document incidents
Anticipate staffing issues, plan for staffing changes in advance, and complete recruiting activities monthly for branches, or as needed for departments in order to hire high quality associates to fully staff the team
Host regular and timely communication with associates
Understand the responsibilities of production and operations and act as a liaison between functions to develop collaborative team relationships so that loans close on time, and as promised
Maintain basic knowledge of Evergreen’s HR, Onboarding, Payroll, and Accounting policies and systems and proactively consult applicable department when dealing with issues
Exude a positive attitude, mentor associates, set a good example (this includes appropriate dress and demeanor)
Perform all actions in accordance with the policies and procedures of the company
Have knowledge about Evergreen’s mortgage processes and products in order to answer questions and support staff
Achieve key performance indicators and success metrics, including cost of funds, funding metrics, liquidity coverage, timely cash forecasts, and treasury report accuracy
Qualification
Required
Bachelor's degree in finance, accounting, or related field; MBA or professional certification (CTP, CFA) preferred
10+ years of progressive treasury/capital markets experience in mortgage finance, banking, or a related field, with at least 5 years in leadership
Understanding of cloud-based treasury management platforms, electronic banking interfaces, and treasury workstation technologies
Experience with mortgage banking systems that include Encompass and ICE/MSP, and other data management skills to extract, analyze and present treasury, accounting, servicing
Skilled in building complex financial models in Excel, using advanced modeling skills; VBA programming is desirable
Familiarity with implementing treasury workflow automations to improve data management, analytics and decision support capabilities
High integrity, strong risk discipline, and attention to operational detail
Deep knowledge of mortgage funding channels and products
Exceptional analytical, financial modeling, organizational, and leadership abilities
Excellent interpersonal and communication skills
Proficient in utilizing treasury management systems such as GTreasury, Kyriba, Optifunder, or other systems for cash management and liquidity forecasting, with experience in mortgage banking systems like Encompass and ICE/MSP
Skilled in building complex financial models in Excel, with advanced modeling skills; VBA programming is desirable
Exercise good judgment and strong character, motivated, hard working
Ability to work well with fellow associates, clients and vendors
Benefits
Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses.
Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.
Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available.
Associates are automatically enrolled in Evergreen’s 401(k) plan.
Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year.
Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.
Company
Evergreen Home Loans NMLS 3182
Evergreen Home Loans is a premier local mortgage lender.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Donald Burton
Founder, CEO
Andrew Leff
SVP, Head of National Business Development
Recent News
2025-10-28
Company data provided by crunchbase